+79.9%
IFV vs VOO
+311.2%
-231.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | 0.0% | +3.3% | -3.3% | -2.7% |
| 30D | -1.3% | -2.7% | +1.4% | +0.9% |
| 3M | -8.0% | -1.7% | -6.2% | -6.7% |
| 6M | -13.4% | +3.1% | -16.5% | -15.5% |
| YTD | -2.1% | +11.9% | -14.1% | -10.7% |
| 1Y | -1.2% | +12.1% | -13.2% | -9.9% |
| 3Y | +43.3% | +78.6% | -35.3% | -13.1% |
| 5Y | +14.8% | +73.8% | -59.0% | -29.5% |
| All | +79.9% | +311.2% | -231.3% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling